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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-29 |
| WI | RA | APPROVED | 2022-10-04 |
Branch Locations
2121 Innovation Court, Suite 1100, De Pere, WI 54115 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Student | Chicago | IL | 09/2015 | 05/2017 |
| Chiro Health Care | Green Bay | WI | 05/2017 | 09/2017 |
| Pillar Financial Advisors | Chicago | WI | 09/2017 | 05/2018 |
| Wipfli Financial Advisors, Llc | Green Bay | WI | 05/2018 | 09/2018 |
| Full Time Student | Chicago | IL | 09/2018 | 12/2018 |
| Wipfli Financial Advisors, Llc | Green Bay | WI | 01/2019 | 09/2022 |
| Creative Planning, Llc | Green Bay | WI | 10/2022 | Present |
Bay Lakes Council Boy Scouts of America; Not investment related; 2555 Northern Road, Appleton, WI 54914; non profit; investment committee member; Start 6/2024; 1 hours/month; 0 hours/month during securities trading hours; I ask questions and give input for the investment committee as a whole to make decisions on the separate investment advisory firm's recommendations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-17 |
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